OAKHURST CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$5.7M
Discretionary
$0
0% of AUM
Avg account
$1.1M
Accounts
5
Employees
3
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
311802
Registered since
December 18, 2020
Custodians
CENTRAL PACIFIC BANK
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans84.43%
  • Individuals15.57%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Oakhurst Capital Advisors, LLC is an SEC-registered LLC that began advisory activities in 2020. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its stated advisory services include discretionary and non-discretionary portfolio management for individuals and small businesses and pension consulting services. The firm reports a related-adviser relationship and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Other 29%, US Government Bonds 22%, Investment Grade Corp Bonds 7%, Public Funds/Mutual Funds 7%, State & Local Bonds 1%, Cash & Cash Equivalents 1%34%
  • Exchange Traded Equities34%
  • Other29%
  • US Government Bonds22%
  • Investment Grade Corp Bonds7%
  • Public Funds/Mutual Funds7%

Owners & executives

2 of 2

  • BARRY JULIEN

    Chief Investment OfficerCRD 1955144

  • ALEXANDER MORRIS

    Co-Founder & CEOCRD 6052424

Contacts

3 of 3

  • MARCIN ZDUNEK

    Director of TradingCRD 4679074

  • CHONG HAN

    Portfolio ManagerCRD 5836274

  • ALISON MILLER

    Deputy General Counsel & CCOCRD 6848149

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
3050 K St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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